Practice and Client Management News

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.

Compliance

Kitces: Avoid Big Tax Bills With This Special Trust

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

By Michael Kitces
Head of Planning Strategy

February 16
Practice management

7 Financial Goals Every GenXer Should Have: Retirement Scan

The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.

February 14
Practice management

Panicked Clients? Dont Tell Them Patience Pays. Prove it

When markets make scary short-term moves, the phone starts ringing. Present this evidence to help clients calm down.

By Craig L. Israelsen
Executive-in-Residence

February 11
Wealth Think Developing a Plug-and-Play Succession Plan

Top priority: Simultaneously taking care of yourself, your clients and your employees.

February 10

Carolyn McClanahan

Life Planning Partners
Wealth Think Held-Away Accounts: You Have Access, Now What?

There are 3 keys to entering the held-away kingdom, says Quovos Niko Karvounis.

February 10

Niko Karvounis

Quovo
Practice management

How to Sell to a Large Firm and Stay Happy

Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.

By Charles Paikert
Senior Editor

February 8
Practice management

Looking For Loopholes: 10 Outrageous Client Tax Deductions

Advisors dish on clients who tried to game the system a little too aggressively.

By Maddy Perkins
Managing Editor, Editorial Operations

February 2

Resources

The latest Financial Planning research and discussion:

Web Seminar A holistic approach to delivering advisor alpha

Markets will move. Strategies will evolve. But the real differentiator? How you show up for your clients.

Partner Insights from eMoney Advisor
Advisor strategies
On-Demand Web Seminar Quarterly Outlook Briefing
Web Seminar The art of asking questions

Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when?

Partner Insights from eMoney Advisor

Practice & Client Management: Key Questions & Analysis

How should financial advisors rethink client management as they grow their practices?

As advisory firms grow, client management often shifts from ad-hoc relationship handling to processes focused on segmentation, service models and long-term retention. Coverage in this area reflects how advisors are operationalizing client experience as a core business discipline.

What operational challenges are most important in advisor-client relationships?

Advisors face increasing pressure from capacity constraints, rising client expectations and the need to balance personalization with scale. Practice and client management reporting highlights where firms are finding success to maintain service quality while expanding.

How are advisors adapting communication strategies to changing client expectations?

Client communication strategies are evolving as advisors respond to demographic shifts, digital expectations and heightened demand for transparency. Read how firms are adjusting cadence, channels and messaging.

How does client management impact long-term practice value?

Effective client management is often viewed as a driver of enterprise value. Client management is a key area of focus for retention, referrals and succession outcomes. Learn how client experience strategy directly to firm durability and valuation.